Global Retirement Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Global Retirement Partners’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$28.6K	Buy	382 +309	+423%	+$23K	﹤0.01%	2698
2025 Q3	$5.38K	Hold	73	–	–	﹤0.01%	2951
2025 Q2	$4.93K	Buy	+73	New	+$4.63K	﹤0.01%	2915
2024 Q4	$4.92K	Buy	+72	New	+$5.03K	﹤0.01%	2690
2023 Q4	–	Sell	-174	Closed	-$9.22K	–	3469
2023 Q3	$9.22K	Hold	174	–	–	﹤0.01%	1984
2023 Q2	$9.98K	Hold	174	–	–	﹤0.01%	1964
2023 Q1	$9.23K	Sell	174 -337	-66%	-$18.9K	﹤0.01%	1952
2022 Q4	$27.2K	Buy	511 +2	+0.4%	+$107	﹤0.01%	1350
2022 Q3	$28K	Buy	+509	New	+$28.1K	﹤0.01%	1248

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return